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DirectoryFinance & InsuranceExternal Asset ManagementLuganoSWIX Family Office SA
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SWIX Family Office SA

Summary

About the company

The company offers private banking and wealth management services, particularly for wealthy families and private clients. The core activities include: wealth management and consulting, financial planning and control, investment consulting and management, support for international relocations and tax planning, philanthropy and sustainable investments, insurance services, shipping and aviation financing, corporate financing and M&A consulting, family mediation and conflict resolution, and concierge services. The company positions itself as a family office and offers a comprehensive range of services to meet the financial and personal needs of its clients.

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Products & services

Industry:External Asset Management
✓ Offered7
Discretionary Portfolio Management Mandate
Discretionary portfolio management mandate with tailored strategy, open architecture and long-term focus; decisions are implemented independently within the mandate and aligned with client interests.
Investment Advisory Mandate
Investment advisory mandate with independent advice, tailored strategy and open architecture; implementation follows clients' objectives and risk profile.
Supervisory Mandate and Consolidated Reporting
Supervisory mandate with consolidated reporting, monitoring of asset structure and ongoing oversight across multiple banks and mandates.
Private Markets and Strategic Alternatives Advisory
Advisory on private markets and strategic alternatives, including selection, structuring and support for investment strategies outside public markets.
Family Office Services
Family office services for private investors, family entrepreneurs, next generation, institutions and foundations; coordinated support across wealth-related matters and beyond.
Investment Hub and Real Estate Investments
Investment hub and real estate investments with access to investment opportunities and support for property investments within asset allocation.
Shareholder Advisory and Corporate Finance
Shareholder advisory and corporate finance support for entrepreneurial and financial matters, including structured advice in ownership-related situations.
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Location

Piazza Indipendenza 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-359.289.738
Founded
2013 · 13 years
Last commercial register change
February 29, 2024
Employees
11 to 20

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